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Which charge and growth rates have been applied to my investments in the five year illustration of charges?

All charges have been applied on an annual basis based on the projected value of your holdings at the end of the period, and in line with our standard tariff of charges i.e. 0.45% on the first £250,000 etc. and investment charges information from providers. We assume investments are held for the long term so no dealing charges are included.

Investment growth is based on the table shown below.

Investment type Assumed growth rate (%)
Overseas Stocks & Shares, Unit Trust, Ordinary Stocks & Shares, Preference Shares, Investment Trusts, Warrants, OEICS, ETFs 5
Gilts, Fixed Interest Stocks, Loan Stock 4
Cash 1

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